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Disclosery

MAI Capital Management: MOAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on MOAT, newest first. How the timeline and the estimate are built.

MAI Capital Management held 159,278 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,278 shares
    Change vs previous 13F -5,169 shares

    0.06% of the 13F portfolio, value $16,558,545.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 164,447 shares
    Change vs previous 13F -1,075 shares

    0.09% of the 13F portfolio, value $15,902,009.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,522 shares
    Change vs previous 13F -3,420 shares

    0.1% of the 13F portfolio, value $17,141,496.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 168,942 shares
    Change vs previous 13F -20,136 shares

    0.1% of the 13F portfolio, value $16,743,865.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 189,078 shares
    Change vs previous 13F -15,105 shares

    0.12% of the 13F portfolio, value $17,733,587.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 204,183 shares
    Change vs previous 13F +4,717 shares

    0.14% of the 13F portfolio, value $17,968,129.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 199,466 shares
    Change vs previous 13F -48 shares

    0.14% of the 13F portfolio, value $18,495,500.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 199,514 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $19,342,870.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).